With the sheet open:
- In the upper-left corner of your sheet, select Automation > Create workflow from template.
- Select a workflow template from the gallery and then select Use template. For this example, select Remind someone on a specific date.
- The trigger block defines when the workflow runs. You can send reminders on a schedule, like every Friday, or based on a date in your sheet, like three days before the due date. You can also change the trigger to respond to changes in your sheet, like when a row is added or changed.
- Define who should receive the reminder in the alert someone block. If you like, you can customize the subject and body of message, including adding fields to the message using {{field name}} placeholders or selecting what columns to show at the bottom of the message.
- Most workflows only need a trigger and action, but you can add a condition to refine your reminders. For example, you can set a condition to only send reminders for tasks that are not yet complete. You could also add additional actions to the workflow, like recording a date in a date column to show when the alert was sent.
- Select Save in the lower-right corner of the workflow builder.
You now have a workflow that automatically reminds people when items are due.
You can also create a workflow from scratch:
- Select Automation > Create workflow, and then configure your trigger block, choose your actions, and add any conditions/condition paths.